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INSYS Systems for Insurance Agency

INSYS Insurance

Simple Information System for management of your Insurance Agency

Access your agency information wherever you are, whenever you want and whatever way you prefer. INSYS gives you the power to run and manage your agency at your finger tips! Get a Free demo today, and test drive INSYS.

Insurance Agency Information Management System

INSYS Insurance is an online software that assist insurance agencies to improve operational efficiency through easier management of their information and data hence faster delivery, improved customer care and lower overheads.

INSYS Insurance manages and present information on Clients, Staff, Agents, Insurers and Suppliers like bio data, billing, supplies, payroll and communication (email/SMS), dynamic reports, hence a prompt decision making process.

INSYS System is accessible anytime, anywhere and through desktop, mobile and android App.

Why INSYS Insurance?

Improved Agency Efficiency
Lower operational overheads
Faster and timely decision making
Easy to access. Through Web and Android
Simple to Operate. User Friendly
Easy to set up and get started
Cloud-Based - Fast & Reliable Servers
All data is safe and secure
Unlimited Usage - Manage unlimited users
Scalable for Small, Medium and Large agencies
Affordable & Cost effective
Customer, Staff & Supplier Access
Improved public relations & confidence
Bulk SMS, MPESA & Paypal Integration
24/7 online support

INSYS Insurance Plans

1 Operations Management
2 Marketing & Sales
3 Procurement & Stores
4 Human Resource & People
5 Finance & Administration
6 Communication & Media
7 System Administration
8 Branch Mode
9 System Quota 1GB 5GB
Monthly Subscription $10 $25
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INSYS Insurance Modules

These are the business functions that INSYS will manage in your agency, leaving you with lots of time to focus on your core business

Operations Management
The module offers management of agency's operational functions like Policy Quotations, Orders & Renewals; Valuations, Tests & Claims; Clients, Agents & Insurer's management.
Marketing & Sales
Management of sales and marketing functions, CRM, Leads Management, Email & SMS Marketing, Web Marketing, Market Reasearch, Loyalty Points & Discounts.
Procurement & Stores
Management of purchasing process. Manage Purchase Leads, Suppliers, Policy Services, Local Purchase Orders, Purchase Payments, and Promisory Notes and Tenders.
Finance & Admin
Manages and analyzes information on Agents Commissions, Expenses, Assets, Budgeting, Goals Tracking, Loans and Loan Calculator. Also Includes Financial Charts and Reports.
Human Resource
HR & People
Manages Human Resource processes like information on staff/Agents, payslips and payroll, commissions, leaves, appraisals and performance, and Job vacancies.
Communication & Media
Manages mass information flow from the agency to Customers, Staff, and Suppliers. Includes New/Events; Bulk Email/SMS sender; Documents, Photo, Video, Posts & Link media management.
System Admin
System Administration
This module manages all the functions of the system including System Set Up, agency Profile and Settings, Data & User management, and Documentation.
If you own or manage an insurance agency , INSYS is your answer! Get in touch with us for a Free Demo to test drive the system. If you get happy with INSYS, let us know and we will set you up!
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